Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$985,000
+21.6%
7,801
+12.6%
0.26%
+14.3%
Q3 2021$810,000
+29.0%
6,928
+31.1%
0.22%
+23.8%
Q2 2021$628,000
+182.9%
5,283
+167.0%
0.18%
+182.8%
Q1 2021$222,0001,9790.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 168,016$16,004,0004.56%
Compass Advisory Group LLC 78,136$7,442,0004.17%
GYL FINANCIAL SYNERGIES, LLC 97,117$9,250,0002.52%
Curran Financial Partners, LLC 27,306$2,601,0001.32%
Professional Financial Advisors, LLC 20,681$1,970,0001.22%
Symmetry Partners, LLC 116,640$11,110,0000.75%
INTERACTIVE FINANCIAL ADVISORS, INC. 8,220$783,0000.46%
Andesa Financial Management Inc. 12,000$1,144,0000.40%
Capital Advisors, Ltd. LLC 19,755$1,882,0000.37%
Coastline Trust Co 16,586$1,580,0000.25%
View complete list of VANGUARD WELLINGTON FD shareholders